Our Team
-
Wende Headley
Chief Executive Officer, Partner, Advisor
-
Beth Greulich
Chief People Officer, Partner, Advisor
-
Scott Swanson
Chief Operating Officer, Partner, Advisor
-
David DeWolf
Chief Financial Officer, Partner, Advisor
-
Darius Gagne
Chief Investment Officer, Partner, Advisor
-
John Eing
Chief Strategy Officer, Partner, Advisor
-
Jessica Lu-Buetow
Chief Compliance Officer, Partner, Advisor
-
Adam Salas
Financial Advisor
-
Matt Higgins
Financial Advisor
-
Kimberly Helm
Financial Advisor
-
Tracy Shemano
Client Experience Director
-
Ryan Balderian
Director of Investments and Trading, Partner
-
Jho Malicdan
Sr. Client Experience Associate
-
Sean Murray
VP of Finance
-
Allie Long
Sr. Client Experience Associate
-
James Katsivalis
Client Experience Associate